Why Choose Roitor
Four reasons clients switch to us — and stay.
CPA-led on every engagement
ROITOR values at work: Objectivity • Integrity
Roitor is led by Varun Gugliya, a CPA Ontario-licensed Chartered Professional Accountant. That designation matters. It means your file is reviewed and signed off by someone with continuing professional education, an active licence, and accountability to a professional body — and the same CPA is on the file every year, not an offshore team you never meet.
The questions that actually move a business — should you incorporate? Salary or dividends? Is this expense deductible? Is this transaction capital or expense? — are CPA questions. When they come up, you’re talking to a CPA from day one, not waiting on a referral.
CSRS 4200 compilation experience
ROITOR values at work: Oversight • Reliability
CSRS 4200 is the Canadian standard for compiled financial statements — the year-end statements that
banks, lenders, CRA, and lawyers expect when they ask for “compiled” or “Notice to Reader”
replacements. The standard was overhauled in late 2021 and many firms still produce statements that
don’t quite meet it.
Roitor is set up to produce CSRS 4200 compilations for incorporated clients. They’re built the way the
standard requires, with the disclosure language banks expect, and designed to hold up under lender
review.
Advisory and lender packages — not just compliance
ROITOR values at work: Responsibility • Reliability
Bookkeeping, tax filing, and compiled statements are table stakes. Where Roitor goes further is the work
that actually moves a business forward: lender-package business plans, two-year cash flow and P&L
projections, financing support, KPI dashboards, and fractional CFO engagements for growing companies.
If you need to walk into a bank meeting with a real package, or you want a finance brain on call without
hiring a full-time CFO, this is the work we do.
GTA-local, direct CPA access
ROITOR values at work: Trust • Integrity
When you hire Roitor, you work with Varun directly. Not a partner who hands you off after the pitch.
Not a rotating junior. The CPA you meet at the first call is the one signing off on your return, taking your
phone call in October, and walking you through the numbers at year-end.
We’re based in Brampton, available for in-person meetings across the GTA, and fully set up to onboard
and serve clients across Canada virtually.
What you get with Roitor
A CPA Ontario-licensed Chartered Professional Accountant signing off on every file.
- Year-end compiled financial statements prepared under CPA Canada’s CSRS 4200 standard, in the format banks, lenders, and CRA expect.
- Proactive tax planning sessions built into growth-tier packages — not just reactive filing at year-end.
- Advisory work that goes beyond compliance: lender-package business plans, two-year cash flow and P&L projections, KPI dashboards, and fractional CFO engagements.
- Direct access to Varun on every engagement — the CPA you meet at the first call is the same one on the file every year.
- CRA correspondence handled by the firm — review letters, instalment queries, and audit support, scoped clearly in your engagement.
- 15+ years of multinational FP&A discipline — budgeting, forecasting, and executive-grade financial analysis — applied to a small business client.
- Cloud-first tools — QuickBooks Online, Xero, Dext, Plooto, Wagepoint — connected, supervised, and reviewed by a CPA.